This process shows you how you can label a customer's marketing source. This greatly helps in identifying which marketing channel you extract the most revenue from or the most number of customers using ZenMaid's report feature.

  • You may add a marketing source label when creating a new customer or you may just edit an existing customer.
  • In this example, let's assume you want to add a marketing source to an existing customer. First, go to Contacts > All Contacts.
  • Search then select the customer.
  • On the customer's profile, click on Actions > Edit.
  • On the first section, you'll find the Marketing Source field. Click on that to expand the options.
  • You may select the [+ Add New] option and add in your marketing channel (i.e. Google, Craiglist, Facebook, etc.).
  • If the marketing source is already present in the options, just click on it.
  • Don't forget to scroll down to the bottom and save your changes.
  • You would then see that the Marketing Source field for the customer you edited is no longer blank.

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Updated by Mina on 02/04/2020.

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